Tech stack
No one at 401k Investment Professionals has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Vanguard
Per Form ADV · $164M held · filed Dec 2024